Equity Sales Manager Job in Kolkata 2026 – Financial Services Sales Role | Salary ₹25,000 to ₹4,00,000

Job Description

Experienced sales professionals looking for finance and investment sector jobs in Kolkata can explore this Equity Sales Manager vacancy in Salt Lake. A leading investment and financial services company is hiring experienced candidates for an office-based inside sales position.

The role is particularly suitable for professionals with previous experience in equity sales, financial services, broking, wealth management, mutual funds, ULIP, investment products, or similar financial sectors.

Selected candidates will work with company-provided leads and communicate with prospective investors regarding investment opportunities, including unlisted shares and Pre-IPO equity products. This is an inside sales role, so regular field sales activities are not required.

Job Overview

Particulars	Details
Company Name	Leading Investment & Financial Services Company
Job Role	Equity Sales Manager
Job Location	Salt Lake, Kolkata, West Bengal
Salary	₹25,000 to ₹4,00,000 per month
Qualification	Graduate preferred / Relevant educational background
Experience	Minimum 3–4 years of relevant sales experience
Job Type	Full-Time
Work Mode	Office-Based
Sales Type	Inside Sales
Industry	Financial Services / Investment / Equity Market

Job Description

The hiring organisation is looking for an experienced Equity Sales Manager who can communicate confidently with prospective clients, understand their investment requirements, explain suitable financial products, and convert qualified leads into successful business.

The selected professional will primarily handle clients and leads provided by the company. The role involves developing long-term customer relationships rather than simply focusing on one-time sales.

Candidates with knowledge of the equity market, wealth management, investment products, stock broking, mutual funds, ULIP, Pre-IPO opportunities, or unlisted shares may have an advantage.

Since this is an inside sales position, candidates will mainly work from the Salt Lake office and interact with customers through calls, digital communication, meetings, and follow-up conversations.

This opportunity may be especially attractive to experienced finance-sector sales professionals who want exposure to high-value customers and the growing unlisted equity and Pre-IPO investment segment.

About the Company

The hiring organisation operates in the investment and financial services sector and works with different investment-related products and opportunities.

Its business includes interaction with investors interested in financial products, equity opportunities, unlisted shares, and Pre-IPO investments.

Employees working in sales roles may receive exposure to investor relationship management, financial product communication, lead conversion, and high-value customer handling.

Eligibility Criteria

Education Qualification

Candidates should preferably have completed graduation or possess an educational background suitable for financial services and sales roles.

Applicants with knowledge or experience in the following sectors may receive preference:

• Equity Sales
• Financial Services
• Wealth Management
• Stock Broking
• Investment Products
• Mutual Funds
• ULIP
• Pre-IPO Shares
• Unlisted Equity

Age Limit

No specific minimum or maximum age limit has been mentioned in the available recruitment information.

Candidates should meet the organisation’s internal hiring requirements.

Gender

Male and female candidates may apply if they meet the required experience and professional criteria.

Experience Required

Minimum 3–4 years of relevant sales experience is required.

Candidates having previous experience in any of the following areas may be particularly suitable:

• Financial product sales
• Equity sales
• Investment advisory sales
• Wealth management
• Stock broking
• Mutual fund sales
• ULIP sales
• Relationship management

Candidates are preferably expected to be based in Kolkata.

Job Responsibilities

• Communicate with prospective investors and customers through calls and office-based interactions.
• Understand the client’s financial requirements and investment interests.
• Explain relevant investment products clearly and professionally.
• Handle company-provided leads and convert suitable prospects into customers.
• Follow up regularly with interested clients.
• Develop and maintain long-term relationships with investors.
• Explain opportunities related to unlisted shares and Pre-IPO investments.
• Maintain proper records of customer communication and follow-up activities.
• Work toward individual and organisational sales targets.
• Handle client queries professionally.
• Coordinate with internal teams whenever required.
• Maintain transparency and professionalism during customer interactions.
• Identify potential business opportunities from existing and prospective clients.
• Ensure proper post-sales relationship management.

Required Skills

Sales and Technical Skills

• Financial Product Sales
• Equity Sales
• Wealth Management
• Investment Product Knowledge
• Lead Conversion
• Client Relationship Management
• Mutual Fund Knowledge
• ULIP Sales Knowledge
• Broking Industry Knowledge
• Pre-IPO Market Understanding
• Unlisted Equity Knowledge
• Sales Target Management

Communication and Soft Skills

• Strong verbal communication
• Client handling ability
• Negotiation skills
• Relationship-building skills
• Persuasive communication
• Customer needs assessment
• Professional telephone communication
• Follow-up skills
• Target-oriented mindset
• Confidence in handling high-value customers
• Ability to work in a performance-driven environment

Salary Details

The advertised monthly salary range for this position is approximately:

₹25,000 to ₹4,00,000 per month

The final salary may depend on factors such as:

• Previous experience
• Existing financial industry knowledge
• Sales performance
• Client-handling ability
• Negotiation skills
• Previous salary
• Interview performance
• Overall suitability for the position

The employer has indicated that compensation can be flexible for suitable and experienced candidates.

Candidates should confirm the exact fixed salary, incentives, variable pay, performance-linked compensation, and other components directly with the recruiter during the interview process.

How to Apply

Interested candidates can follow these steps:

1. Prepare an updated CV or resume highlighting relevant sales and financial services experience.
2. Clearly mention previous experience in equity, wealth management, broking, mutual funds, ULIP, or financial products.
3. Include your current location, total experience, current salary, and expected salary in your application where required.
4. Submit the application through the authorised recruitment platform or employer-provided application process.
5. Shortlisted candidates may be contacted for an interview.
6. Attend the interview with the necessary educational and employment documents.
7. Before accepting the offer, confirm salary structure, incentives, job responsibilities, working hours, and company policies.

Applicants should provide accurate information regarding their education and previous work experience.

Required Documents

Candidates should keep the following documents ready for the recruitment process:

• Updated Resume / CV
• Aadhaar Card
• PAN Card
• Passport-size Photograph
• Graduation Certificate or relevant Educational Certificates
• Mark Sheets
• Previous Employment Certificates
• Experience Letter
• Relieving Letter, if available
• Previous Salary Slips, if requested
• Bank Account Details after selection
• Address Proof
• Other documents requested by the employer

Original documents may be required for verification during or after the selection process.

Other Important Details

Job Role: Equity Sales Manager

Location: Salt Lake, Kolkata, West Bengal

Job Type: Full-Time

Work Mode: Office-Based

Work Location: In Person

Sales Category: Inside Sales

Field Sales: Not primarily required

Experience: Minimum 3–4 years

Industry: Finance / Investment / Equity / Wealth Management

Lead Support: Leads and prospective clients may be provided by the company.

Major Product Exposure: Unlisted Shares and Pre-IPO Equity

Preferred Candidates: Professionals with previous experience in equity, broking, financial services, wealth management, mutual funds, ULIP, or investment product sales.

Candidates should carefully understand the nature of financial products they are expected to sell and confirm the detailed employment terms during the recruitment process.

Why Consider This Opportunity?

This position can be suitable for experienced sales professionals who want to build their careers in the investment and financial services industry.

The role provides an opportunity to:

• Work in an office-based inside sales environment.
• Handle company-generated leads.
• Communicate with investment-focused clients.
• Gain exposure to Pre-IPO and unlisted equity products.
• Develop high-value client relationship management skills.
• Build experience in a performance-focused financial sales environment.
• Grow into senior sales or relationship management positions based on performance.